Careers & Internship

For the families we serve, a financial planner alone—no matter how skilled or knowledgeable—is not enough. That’s why we have cultivated a team of individuals serving in analytical, service, and logistical roles, while also providing opportunities for mentorship and meaningful contribution through our thriving internship program.

In an industry whose mainstream avenues towards a career as a financial planner tend to discourage the most ethical and curious, while promoting those who are willing to “fake it ‘til they make it,” we are striving for a new paradigm. Our hope is that as consumers become better educated and professionals strive for a more productive and innovative environment, we will become an increasingly attractive home, both for clients and the talented people who wish to serve them. Our 10+ year history of consistent sustained growth suggests that we are on the right track and well on our way.

Here’s what some of our people have to say about what it’s like to be a member of TNLPG…

Cassie: Working with TNLPG to me means that I am a member of a team that values me as a co-worker and as an individual. It is a place where I can trust that integrity comes first when serving our clients and where I am challenged to be the best version of me each day. We are all a little quirky, we work hard at what we do, and we have a little fun along the way.

Drew: I value TNLPG’s culture of excellence and its commitment to improvement. I appreciate TNLPG’s excellent and open-minded leadership. It’s a joy to have the opportunity to be part of an organization that is committed to making a meaningful difference in our clients’ lives.

Tammy: What I value most about working with TNLPG is being encouraged to embrace personal and professional development as well as being coached to be the best version of myself. Going to work is more like going to spend the day with family. We work together as a team with a common goal…providing the best experience for our clients.

Richard: Working at TNLPG means the opportunity to do great and valuable work for people in an environment that values creativity and encourages personal development. The team here is a great group to work with; they are all fun and caring individuals.

THE NEXT LEVEL PLANNING GROUP

The Next Level Planning Group (TNLPG) is a wealth management firm based in Chicago. Its mission is to Educate, Empower, and Enrich clients through a radically specific and refreshingly accountable approach to the financial decisions and actions of individuals and families

The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. Affiliates are separately responsible for their own financial and contractual obligations. CRN-1416236-020916

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.